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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $43,570 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,620 | $125,797-2.5% | $170,057-27.9% | $75,177+63.1% |
| Participation rate | 78.9% | 83.6%-4.7pp | 87.0%-8.1pp | 67.2%+11.7pp |
| Annual return | 12.43% | 27.20%-14.8pp | 53.42%-41.0pp | 160.75%-148.3pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,565 | $6,838-47.9% | $10,411-65.8% | $4,126-13.6% |
| Admin fee / account holder | $445 | $8,177-94.6% | $12,826-96.5% | $5,651-92.1% |